Greenwood Village, Colorado-based $180 million team is latest to join the fast-growing Hybrid-RIA
Matt Bartz, ChFC®, CLF®, CLU®, David Bear, CFP®, ChSNC®, CAP®, AEP®, Grant Ambrosich and Roger Olson partner with The AmeriFlex Group®
Las Vegas, NV – The AmeriFlex Group®, a rapidly growing, advisor-owned hybrid RIA that puts financial planning first, today announced that Envision Financial Partners has joined its team. Envision Financial Partners consists of Matt Bartz, ChFC®, CLF®, CLU®, David Bear, CFP®, ChSNC®, CAP®, AEP®, Grant Ambrosich and Roger Olson, along with Jennifer Wernsing and Kelly Rose.
Based in Greenwood Village, Colorado, Envision Financial Partners provides clients with a holistic approach to wealth management. They believe in cultivating relationships with their clients to help them achieve their financial goals. The entire team has a combined 67 years of experience in the industry.
Bartz says, “Envision Financial Partners is a financial planning firm with a unique methodology called Cultivate Curiosity. Our approach seeks to transform the client experience from an abstract numerical finish line to the fulfillment of personal achievement. For us to deliver on that aspirational goal, we sought out a partner firm that we felt could help us continuously develop and refine our craft. I am confident we found that in The AmeriFlex Group®. It is exciting to be matched with a group that supports such high-end partner advisors that share similar viewpoints about financial planning, and the role of an advisor in client relationships.”
Thomas Goodson, President & CEO of The AmeriFlex Group® commented, “The Envision Financial Partners team is exactly what we are looking for in partner advisors – planners first. They have built amazing relationships with their clients, and we are excited to be a resource they can use to further their services provided. We are thrilled to welcome them to the TAG family of partner advisors.”
The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). The RIA is owned and operated by its advisor members and partners.
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If you would like more information, please contact Jesse Kurrasch at (702) 987-9732 or by email at jesse@theameriflexgroup.com or visit us at www.theameriflexgroup.com.
